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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$94.3M
2
DJFS
2
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$10.4M
5
Charles Schwab
5
Charles Schwab
California
$8.16M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$18.8M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
3
PRW Wealth Management
Massachusetts
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$0
5
MIS
5
Morningstar Investment Services
Illinois
$36.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$130M 1,790,399 +36,878 +2%
LPL Financial
2
LPL Financial
California
$121M 1,666,785 +23,535 +1%
Financial Engines Advisors
3
Financial Engines Advisors
California
$97.2M 1,343,512 -7,149 -0.5%
Ameriprise
4
Ameriprise
Minnesota
$94.3M 1,302,442 +383,206 +42%
FCI
5
Financial Counselors Inc
Kansas
$70.9M 979,611 +37,056 +4%
CFS
6
Cannon Financial Strategists
Georgia
$59.2M 817,954 +46,130 +6%
GIM
7
Goelzer Investment Management
Indiana
$57.7M 797,708 +2,459 +0.3%
Cerity Partners
8
Cerity Partners
New York
$53.1M 734,122 -5,788 -0.8%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$48.2M 665,939 +31,551 +5%
FPIS
10
Financial Planning & Information Services
Wisconsin
$45.5M 628,733 -8,126 -1%
Creative Planning
11
Creative Planning
Kansas
$39.1M 540,521 -6,417 -1%
MIS
12
Morningstar Investment Services
Illinois
$36.8M 505,421 -97,305 -16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$32.7M 451,917 -2,614 -0.6%
NP
14
NorthRock Partners
Minnesota
$28M 387,288 -5,781 -1%
Wells Fargo
15
Wells Fargo
California
$26.3M 363,443 +39,838 +12%
EH
16
Equitable Holdings
New York
$26.3M 363,305 -4,399 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$25.4M 351,286 -50,174 -12%
TC
18
TownSquare Capital
Utah
$24.7M 340,612 +3,329 +1%
EK
19
Evensky & Katz
Florida
$23.2M 320,002 -3,354 -1%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$22.5M 311,508 +173,004 +125%
TC
21
Trilogy Capital
California
$22M 304,500 +21,384 +8%
APP
22
Avantax Planning Partners
Iowa
$21.5M 297,451 +4,465 +2%
Morgan Stanley
23
Morgan Stanley
New York
$21M 290,077 -38,050 -12%
AFA
24
American Financial Advisors
Georgia
$20.5M 283,589 -1,969 -0.7%
DJFS
25
Dean Jacobson Financial Services
Texas
$20.3M 280,272 +280,272 New
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